PWA
Physician Wealth Advisors Portfolio holdings
AUM $581M
AUM
$581M
AUM Growth
-$10.9M (-2%)
Cap. Flow
+$6.04M
Cap. Flow % of AUM
1.04%
Top 10 Holdings %Top 10 Hldgs %
47%
Holding
1,536
New
388
Increased
313
Reduced
223
Closed
100
Top Buys
| 1 | $5.57M | |
| 2 | $5.26M | |
| 3 | $4.27M | |
| 4 | $3.08M | |
| 5 | $2.92M |
Top Sells
| 1 | $7.61M | |
| 2 | $4M | |
| 3 | $3.91M | |
| 4 | $1.95M | |
| 5 | $1.25M |
Sector Composition
| 1 | Technology | 6.11% |
| 2 | Healthcare | 2% |
| 3 | Financials | 1.6% |
| 4 | Consumer Discretionary | 1.37% |
| 5 | Industrials | 0.96% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $7.94K | 0% | 45 -26 | -37% | -$4.59K | |||
| $7.94K | 0% | 109 +73 | +203% | +$5.32K | |||
| $7.75K | 0% | 64 | – | – | |||
| $7.75K | 0% | 53 +7 | +15% | +$1.02K | |||
| $7.71K | 0% | 139 | – | – | |||
| $7.7K | 0% | 257 | New | +$7.7K | |||
| $7.58K | 0% | 300 | – | – | |||
| $7.56K | 0% | 89 | – | – | |||
| $7.52K | 0% | 152 | – | – | |||
| $7.51K | 0% | 67 +51 | +319% | +$5.72K | |||
| $7.43K | 0% | 262 +33 | +14% | +$936 | |||
| $7.38K | 0% | 1,297 | – | – | |||
| $7.34K | 0% | 600 | – | – | |||
| $7.33K | 0% | 154 | – | – | |||
| $7.32K | 0% | 300 | – | – | |||
| $7.22K | 0% | 120 | – | – | |||
| $7.17K | 0% | 330 | – | – | |||
| $7.17K | 0% | 500 | New | +$7.17K | |||
| $7.17K | 0% | 131 +15 | +13% | +$821 | |||
| $7.16K | 0% | 27 | New | +$7.16K | |||
| $7.15K | 0% | 134 +19 | +17% | +$1.01K | |||
| $7.1K | 0% | 189 | – | – | |||
| $7.1K | 0% | 151 | – | – | |||
| $7.05K | 0% | 28 | – | – | |||
| $7.01K | 0% | 204 | – | – |
